Is making changes to your portfolio’s risk profile after retirement the right move? Josh Palmer, Director of Financial Planning at The Noble Group, walks through an example financial plan and explains the factors that may impact that decision.
Interested in creating a financial plan for your retirement? Reach out to us:
Phone: (832) 886-5115
Email: education@thenoblegroup.com
#thenoblegroup #retirement #riskprofile
Video Chapters:
0:00 Intro
0:25 Allocation of assets
0:58 Example client profile
2:58 Changing our risk profile
5:09 Risk profile recommendations
5:55 Reach out to us
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
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